LeadConnector + Orimon
Create new Orimon leads and update corresponding opportunities in LeadConnector
Effortlessly manage your leads with this innovative workflow. As soon as you secure a new lead in Orimon, an opportunity is added or updated in LeadConnector. This seamless process ensures your leads are effectively tracked, enhancing your productivity and optimizing your lead management strategy.
Effortlessly manage your leads with this innovative workflow. As soon as you secure a new lead in Orimon, an opportunity is added or updated in LeadConnector. This seamless process ensures your leads are effectively tracked, enhancing your productivity and optimizing your lead management strategy.
- When this happens...New Lead
Triggers when a new sales lead has been received via an Orimon.ai chat-bot.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Lead
Triggers when a new sales lead has been received via an Orimon.ai chat-bot.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Tenant IDRequired
Unique identifier
MessageRequired
Message API KeyRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
